Captrust

Business Contact

Mark Wayne

Chief Executive Officer
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Contact Information

Captrust
8031 M-15 #200, Village of Clarkston, MI 48348
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Toll Free: (888) 655-4015
Hours: Show
Fax: (248) 620-8111
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Business Description

CAPTRUST's Clarkston-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries and building relationships in the institutional retirement market. They also offer investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. In addition, Freedom One Financial Group, located in Clarkston, Mich., provides state-of-the-art communication, administration, retirement planning, and investment and financial advisory services to clients throughout the state. The company is ranked as one of the leading top finance record keepers in the country by Plan Sponsor magazine and maintains more than $2 billion of retirement plan assets. With over 70 employees, Freedom One Financial Group's clients include various associations and organizations such as the California Motor Car Dealers Association, Michigan Automobile Dealers Association, Michigan Lumber & Building Materials Association, Michigan Manufacturers Association, Michigan Tooling Association, and Missouri Automobile Dealers Association.
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Revenue: 5,000,000 - 9,999,999
Founded: 2001
Filing Number: 00097E
Industry
Financial Services
Engaged in:
Investment Company, Tax Consultant, Investment Service, Financial Consultant, Financial Institution
ISIC Codes
6419, 6430, 6619, 6920

Questions & Answers

Q1

How long has Captrust been in business?

Captrust has been in business for around 26 years.
Q2

What is the phone number for Captrust?

The phone number for Captrust is (248) 620-8100.
Q3

Where is Captrust located?

Captrust is located at 8031 M-15 #200, Village of Clarkston, MI 48348, Michigan.
Q4

What days are Captrust open?

Captrust is open Thu 8:30 AM–5:30 PM; Fri 8:30 AM–4 PM; closed Mon–Wed, Sat–Sun.
Q5

Is there a primary contact for Captrust?

Mark Wayne (Chief Executive Officer) at Captrust. You can contact Mark Wayne at phone number (218) 620-8033.
Q6

Are there other contacts associated with Captrust?

We have 9 additional contact(s) for Captrust. They include: Julie Tabish, Cindy Reiche, J. Fielding Miller, Amy Mills, James Wampler, Christopher Holmes, Jonathan Neef, Lexi Moultrup & Boisclair Lindsay.
Q7

What is the web address (URL) for Captrust?

The website for Captrust is www.captrust.com.
Q8

What are the annual sales for Captrust?

Captrust has annual sales of approximately 5,000,000 - 9,999,999.
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Historical Information

Old business websites and emails that no longer exist, informational purposes only.
mark.wayne@freedomonefinancialgroup.com
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Additional Businesses at this Address

8031 M-15 #200, Village of Clarkston, MI 48348
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Businesses in Zip Code 48348

Businesses in 48348: 2,445
Population: 22,891
48348 Business Density Heatmap

Categories

Professional Services:  17%
Shopping:  15%
Home Services:  15%
Industry:  10%
Other:  42%

Price

Moderate:  64%
Inexpensive:  28%
Very Expensive:  5%
Expensive:  3%
Other:  0%

Area Codes

248:  96%
Other:  4%
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Stats and Demographics for Zip Code 48348

Race

White:  96%
Hispanic or Latino:  2%
Asian:  1%
Black Or African American:  1%
American Indian Or Alaskan Native:  0%
Other:  0%

Gender

Male:  50%
Female:  50%
Other:  0%
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